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BSW Wealth Partners’s Applied Materials AMAT Stock Holding History

BSW Wealth Partners’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.05M Sell
4,222
-151
-3% -$69.7K 0.34% 47
2026
Q1 		$1.49M Sell
4,373
-367
-8% -$123K 0.18% 70
2025
Q4 		$1.22M Buy
4,740
+58
+1% +$13.9K 0.15% 84
2025
Q3 		$959K Sell
4,682
-183
-4% -$33.2K 0.12% 102
2025
Q2 		$891K Buy
4,865
+7
+0.1% +$1.11K 0.12% 102
2025
Q1 		$705K Sell
4,858
-720
-13% -$121K 0.11% 115
2024
Q4 		$907K Buy
5,578
+1,319
+31% +$239K 0.13% 91
2024
Q3 		$860K Buy
4,259
+56
+1% +$11.5K 0.13% 90
2024
Q2 		$992K Buy
4,203
+284
+7% +$61K 0.16% 76
2024
Q1 		$808K Sell
3,919
-108
-3% -$19.8K 0.14% 94
2023
Q4 		$653K Buy
4,027
+19
+0.5% +$2.79K 0.13% 99
2023
Q3 		$555K Sell
4,008
-1,321
-25% -$189K 0.12% 100
2023
Q2 		$770K Sell
5,329
-81
-1% -$10.1K 0.16% 83
2023
Q1 		$664K Sell
5,410
-419
-7% -$48.1K 0.14% 109
2022
Q4 		$568K Sell
5,829
-1,107
-16% -$106K 0.12% 122
2022
Q3 		$568K Buy
6,936
+189
+3% +$18.2K 0.14% 98
2022
Q2 		$614K Buy
6,747
+483
+8% +$53K 0.15% 101
2022
Q1 		$826K Buy
6,264
+12
+0.2% +$1.65K 0.21% 70
2021
Q4 		$984K Buy
6,252
+503
+9% +$72.9K 0.25% 58
2021
Q3 		$740K Sell
5,749
-2,850
-33% -$387K 0.21% 62
2021
Q2 		$1.23M Buy
8,599
+635
+8% +$85.2K 0.34% 40
2021
Q1 		$1.06M Buy
7,964
+2,029
+34% +$224K 0.31% 39
2020
Q4 		$512K Buy
+5,935
New +$439K 0.16% 81

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BSW Wealth Partners's AMAT Position: Q2 2026 in Review

BSW Wealth Partners reduced its Applied Materials (AMAT) stake by 3.5% in Q2 2026, selling an estimated $69.7K and leaving 4,222 shares worth $3.05M. The position accounts for 0.34% of the portfolio, ranked #47.

BSW Wealth Partners first reported a position in AMAT in Q4 2020 and has held it in 23 quarters since. 1,234 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • BSW Wealth Partners held 4,222 shares of Applied Materials worth $3.05M as of Q2 2026.
  • BSW Wealth Partners sold 151 Applied Materials shares in Q2 2026, an estimated $69.7K.
  • Applied Materials made up 0.34% of BSW Wealth Partners's portfolio in Q2 2026, its #47 holding.
  • BSW Wealth Partners first reported a position in Applied Materials in Q4 2020 and has held it in 23 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.